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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1926
Consultiva Wealth Management
Puerto Rico
$51.2K
BAM
1927
Bellevue Asset Management
Washington
$50.7K
TCM
1928
TD Capital Management
Tennessee
$50.4K +$38.6K +90 +321%
MFT
1929
Moisand Fitzgerald Tamayo
Florida
$49.9K
CAM
1930
Costello Asset Management
Pennsylvania
$49.5K
BOJHT
1931
Bank of Jackson Hole Trust
Wyoming
$48.6K +$6.43K +15 +15%
IWP
1932
IAG Wealth Partners
Wisconsin
$48.2K
IUHSA
1933
Itau Unibanco Holding S.A.
Brazil
$47.3K +$1.71K +4 +4%
RWA
1934
Redmont Wealth Advisors
Illinois
$46.5K
LAS
1935
Lloyd Advisory Services
Georgia
$46K +$46.3K +108 New
LI
1936
LRI Investments
Florida
$45.6K -$23.6K -55 -34%
HHMI
1937
Howard Hughes Medical Institute
Maryland
$43.1K
UCB
1938
United Community Bank
South Carolina
$43.1K
MMG
1939
Monetary Management Group
Missouri
$42.6K -$42.8K -100 -50%
HC
1940
Hoese & Co
Minnesota
$42.6K
PFSC
1941
Peoples Financial Services Corp
Pennsylvania
$42.6K
SCM
1942
Silvant Capital Management
Georgia
$42.6K
VWM
1943
Vermillion Wealth Management
Minnesota
$42.6K
RWM
1944
Raffa Wealth Management
District of Columbia
$42.6K +$3.43K +8 +9%
DF
1945
Dunhill Financial
United Kingdom
$42.2K +$1.28K +3 +3%
MMCM
1946
Murphy & Mullick Capital Management
New York
$41.4K
EI
1947
eCIO Inc
Wisconsin
$40.5K +$40.7K +95 New
FA
1948
FSA Advisors
Michigan
$40.5K +$14.3M +33,410 New
AFG
1949
Albion Financial Group
Utah
$40.1K +$7.28K +17 +22%
NL
1950
NorthAvenue LLC
Ohio
$38.4K +$38.6K +90 New